Latest Earnings Analysis

• Impinj (PI) Q1 2025: Channel Inventory Holds at 1–2 Weeks as Tariff Shifts Drive 15% Endpoint IC Sourcing Change
  July 04, 2025 · PI
• CSL Q1 2025: Re-Roofing Drives 70% of CCM Amid Flat Revenue and Margin Compression
  July 04, 2025 · CSL
• Western Union (WU) Q1 2025: Digital Transactions Up 14% as Retail Headwinds Persist
  July 04, 2025 · WU
• Goosehead Insurance (GSHD) Q1 2025: Franchise Productivity Up 21% as Market Stabilization Drives Retention Turn
  July 04, 2025 · GSHD
• IMAX (IMAX) Q1 2025: Local Language Box Office Surges to 68% of Mix, Fueling Global Margin Expansion
  July 04, 2025 · IMAX
• Viking Therapeutics (VKTX) Q1 2025: R&D Spend Jumps 72% as VK2735 Obesity Program Scales to Phase III
  July 04, 2025 · VKTX
• Penumbra (PEN) Q1 2025: U.S. Thrombectomy Grows 25% as CAVT Drives Market Share Gains
  July 04, 2025 · PEN
• ResMed (RMD) Q3 2025: Gross Margin Rises 140bps as Tariff Exemption Secures U.S. Profitability
  July 04, 2025 · RMD
• Knightswood (KNX) Q1 2025: LTL Shipments Surge 30% as Truckload Margin Focus Counters Tariff Uncertainty
  July 04, 2025 · KNX
• ASGN (ASGN) Q1 2025: Consulting Mix Rises to 61%, Offsetting Macro Drag
  July 04, 2025 · ASGN
• MaxLinear (MXL) Q1 2025: Broadband Revenue Jumps 40% as Product Cycles Drive Recovery
  July 04, 2025 · MXL
• LVS Q1 2025: $450M Buyback Signals Capital Shift as Macau Margin Pressures Mount
  July 04, 2025 · LVS
• Central Pacific Financial (CPF) Q1 2025: NIM Expands by 14bps as Deposit Costs Fall and Loan Growth Returns
  July 04, 2025 · CPF
• First Hawaiian (FHB) Q1 2025: Deposit Costs Drop 11bps, Margin Expansion Signals Resilient Core
  July 04, 2025 · FHB
• Prosperity Bank (PB) Q1 2025: Net Interest Margin Climbs 35bps as Asset Repricing Bolsters Returns
  July 04, 2025 · PB
• Popular (EVTC) Q1 2025: Deposit Balances Climb $935M as Credit Quality Tightens
  July 04, 2025 · EVTC
• AVY Q1 2025: $331M Buybacks Amid Tariff Uncertainty Signal Capital Confidence
  July 04, 2025 · AVY
• Teledyne (TDY) Q1 2025: Backlog Hits $4B, Margin Expansion Navigates Tariff Uncertainty
  July 04, 2025 · TDY
• GATX (GATX) Q1 2025: Lease Price Index Climbs 24.5%, Underscoring Supply-Led Rail Market Resilience
  July 04, 2025 · GATX
• Steel Dynamics (STLD) Q1 2025: Aluminum Commissioning to Add $650M+ EBITDA as Sinton Turns Corner
  July 04, 2025 · STLD
• Ryder (R) Q1 2025: Asset-Light Mix Hits 60%, Lifting Resilience Amid Freight Downturn
  July 04, 2025 · R
• QCRH Q1 2025: Core Deposit Growth Surges 20%, Fortifying Balance Sheet for Uncertain Macro Backdrop
  July 04, 2025 · QCRH
• BPOP Q1 2025: Deposit Base Climbs $935M as Credit Quality Surges, Capital Deployment Accelerates
  July 04, 2025 · BPOP
• USANA (USNA) Q1 2025: HIA Acquisition Drives 12% Constant Currency Sales Growth, Signals Broader Channel Play
  July 04, 2025 · USNA
• MI Homes (MHO) Q1 2025: Rate Buy-Downs Surge to 54% as Margin Pressures Mount
  July 04, 2025 · MHO
• West Fraser (WFG) Q1 2025: Lumber EBITDA Jumps 214% as Portfolio Flex Shields Tariff Uncertainty
  July 04, 2025 · WFG
• EQT (EQT) Q1 2025: Free Cash Flow Surges 2x Peer Average as Olympus Deal Bolsters Inventory Depth
  July 04, 2025 · EQT
• Lithia Motors (LAD) Q2 2024: SG&A Savings Top $200M as Ecosystem Leverage Accelerates
  July 04, 2025 · LAD
• OFG (OFG) Q1 2025: Digital Channel Drives 26% of New Accounts Amid 5% Asset Growth
  July 04, 2025 · OFG
• Veritex (VBTX) Q1 2025: Deposit Cost Drops 33bps as Loan Growth Remains Flat
  July 04, 2025 · VBTX
• Lennox (LII) Q1 2025: Tariff-Driven Cost Inflation Jumps 6 Points, Forcing Dual Price Hikes
  July 04, 2025 · LII
• Stifel Financial (SF) Q1 2025: $180M Legal Charge Underscores Capital Allocation Pivot
  July 04, 2025 · SF
• Trustmark (TRMK) Q1 2025: Deposit Costs Drop 15bps, Tightening Net Interest Margin Control
  July 04, 2025 · TRMK
• First Bank (FRBA) Q1 2025: C&I Pipeline Jumps 33%, Lending Mix Shift Drives Margin Expansion
  July 04, 2025 · FRBA
• Orrstown Financial (ORRF) Q1 2025: Deposit Costs Drop 15bps, Unlocking Margin Flexibility
  July 04, 2025 · ORRF
• Range Resources (RRC) Q1 2025: Free Cash Flow Hits $183M, In-Basin Demand Upside Drives Multi-Year Optionality
  July 04, 2025 · RRC
• Packaging Corporation of America (PKG) Q1 2025: Packaging Margin Expands to 21% as Price Actions Outpace Cost Inflation
  July 04, 2025 · PKG
• Taylor Morrison (TMHC) Q1 2025: Spec Home Share Jumps to 58% as Incentives Drive Margin Reset
  July 04, 2025 · TMHC
• Check Point (CHKP) Q1 2025: SASE Investment Ramps, 100+ Engineers Repositioned for Hybrid Mesh Push
  July 04, 2025 · CHKP
• PRG Q1 2025: BNPL Revenue Up Triple Digits, Offsetting Big Lots $30M GMV Hit
  July 04, 2025 · PRG
• TNL Q1 2025: Vacation Ownership EBITDA Up 18% as Exchange Weakness Deepens
  July 04, 2025 · TNL
• Weatherford (WFRD) Q1 2025: Argentina Divestitures Cut $100M Costs as Cycle Downturn Deepens
  July 04, 2025 · WFRD
• Zurn Elkay (ZWS) Q1 2025: China Sourcing Drops to 25% of Direct Materials, Accelerating Tariff Resilience
  July 04, 2025 · ZWS
• Wabtec (WAB) Q1 2025: International Backlog Up 9% as Global Margins Outpace North America
  July 04, 2025 · WAB
• Virtu Financial (VIRT) Q1 2025: Market Making Income Surges 40% as Diversification Extends Earnings Power
  July 04, 2025 · VIRT
• Masco (MAS) Q1 2025: $400M Tariff Headwind Forces Guidance Withdrawal, Shifts Playbook to Pricing and Sourcing
  July 04, 2025 · MAS
• Rogers Communications (RCI) Q1 2025: $9B Equity Infusion Drives Leverage Down to 3.6x, Shifting Capital Structure Narrative
  July 04, 2025 · RCI
• New Oriental (EDU) Q3 2025: Tourism Revenue Soars 85% as Core Education Margin Expansion Takes Shape
  July 04, 2025 · EDU
• Pegasystems (PEGA) Q1 2025: Pega Cloud ACV Jumps 23% as GenAI Blueprint Drives Broad-Based Growth
  July 04, 2025 · PEGA
• Mr. Cooper (COOP) Q1 2025: Servicing Pre-Tax Income Jumps 22% as Flagstar Integration Drives Leverage
  July 04, 2025 · COOP